To address its own and country biggest weakness, Huawei must advance its chip manufacturing.

[manqiangrexue]

The first thing your professor tells you when you are a freshman in Engineering is never ever design more than the requirement. You can always build better product and you will always lose to your competitor.

ZTE was just doing what every companies in the world is doing. It is laser focused on building the best product against some of the smartest people in the world, against the best companies in the world.

What Huawei did is so un-natural. I sympathize with them. They being in the middle of a trade and technology war not of their own making. They are being asked of an un-achievable task by their own people, to go up against the greatest super power in the world.

That is not their job. It is their government's job.

Yeah? Did the professor teach how to design for a technology war?

Yes, what ZTE did was textbook, but it forgot that China is not a textbook country. It is the only country in history with the potential to overtake a superpower in the age of globalized technology. Huawei's unnatural way is needed; if anything, it needs to be more unnatural.

The Chinese government's job is to grow the economy, provide resources for these companies to thrive, and defend their legal rights internationally. China has done every one of those, but it is NOT the government's job to force hostile rival countries to sell their technology to ZTE. But even though it wasn't, it still did, and negotiated an end to the US ban on ZTE. So tell me exactly, what did you think the Chinese government should have done for ZTE in addition?

 

[Xizor]

I do agree with @manqiangrexue on the strange inclination that @tidalwave exhibit regarding the usage of "balls" in exchanges.
Tidalwave's points regarding the need for better policies,direction and vertical integration regarding China's electronics technology firms are to be taken quite seriously.

 

[SpicySichuan]

There are lots of talks about vertical integration and self-sufficiency. However, Huawei could die well before Hisilicon and other subsidiaries and vendors find alternatives to U.S. and Taiwanese suppliers. Beijing could spend huge sums of money to keep Huawei (especially its research team) afloat for 5-6 years, but doing so would in itself justify the very reason the Trump Administration started the Trade War, causing both Beijing and Huawei to be further isolated in the high-tech industry for decades to come. I am saying this because, in addition to the U.S., the EU, Japan, South Korea, and Taiwan wouldn't just stand by if Beijing chooses to keep Huawei afloat through heavy state subsidies and turn it into a de facto state-owned laboratory for dual-use communication technologies of tomorrow.

 

[Xizor]

China will keep Huawei afloat as it is the main telecom company in China. Telecoms are the lifeblood for a modern nation. China will invoke the same clause that Trump administration uses, to direct funds to Huawei - " National Security".

 

[tidalwave]

Chinese government doesn't know how to fight.

In my POV, if China today announces banning of Intel in China, tommorrow US will take Huawei off the ban list.

Simple as that, but it has No guts, alright i am not going to use word balls because some members feel uneasy about it.

 

[SpicySichuan]

China will invoke the same clause that Trump administration uses, to direct funds to Huawei - " National Security".

Is there any risk that government-infused money could turn Huawei into a typical SOE with an ultra-inefficient bureaucracy no longer possessing the current market-based competitiveness?

 

[Xizor]

Is there any risk that government-infused money could turn Huawei into a typical SOE with an ultra-inefficient bureaucracy no longer possessing the current market-based competitiveness?

No. Not as long as the government doesn't shuffle the top management board. That being said, Huawei already has CPC party members at the top board. It is in some sense an SOE. But Huawei clearly and cleverly has set some lines within to make sure that it is a proper private company while doing business outside China. My knowledge is limited to this regarding Huawei and i don't actually know the deeper intricacies.

 

[tidalwave]

Is there any risk that government-infused money could turn Huawei into a typical SOE with an ultra-inefficient bureaucracy no longer possessing the current market-based competitiveness?

Is AVIC that produce J20, or CSIC provides Shandong being ultra inefficient.

When you dealing with stuffs that's national security or stuffs that foreign countries have strangle hold the market thing can be ignored.


Huawei has world class talent across the board, they won't be inefficient.

I am not sure they need subsidies as they have deep pocket but they do need layoff and go into research for a few years, going into hiatus. Losing market share for sure.

 

[manqiangrexue]

Chinese government doesn't know how to fight.

In my POV, if China today announces banning of Intel in China, tommorrow US will take Huawei off the ban list.

Simple as that, but it has No guts, alright i am not going to use word balls because some members feel uneasy about it.

You better stay with the technological stuff where people can't tell if you're right because this suggestion is stupid. Banning Intel will in no way reverse the ban on Huawei. Trump really doesn't care what US tech companies need; he's got 2 things on his mind: 1. He can't look weak or back down for his election, and 2. How to harm China without regard for consequences to anyone else. Did hurting American farmers cause Trump to let up? No; he doesn't care if their suicide and closure rate went up; he just wants to look tough. You wanna beat Trump? You can't one-up him; you need to goad him into hurting himself.

LOL Yeah, it was getting really uneasy and awkward hearing someone obsess over male genitals in several consecutive posts; thanks for changing it to guts. Unfortunately the concept is still wrong. I don't know why China isn't banning Intel; maybe they're still siphoning some of its tech in China but saying someone doesn't have the "guts" to do something stupid is like saying someone doesn't have the guts to jump off a building. It's not guts, it's brains; they have the brains to stop from committing stupidity. And once again, never judge the actions of those who have more information than you. It's not "brainsy" to do so.

 

[tidalwave]

You better stay with the technological stuff where people can't tell if you're right because this suggestion is stupid. Banning Intel will in no way reverse the ban on Huawei. Trump really doesn't care what US tech companies need; he's got 2 things on his mind: 1. He can't look weak or back down for his election, and 2. How to harm China without regard for consequences to anyone else. Did hurting American farmers cause Trump to let up? No; he doesn't care if their suicide and closure rate went up; he just wants to look tough. You wanna beat Trump? You can't one-up him; you need to goad him into hurting himself.

LOL Yeah, it was getting really uneasy and awkward hearing someone obsess over male genitals in several consecutive posts; thanks for changing it to guts. Unfortunately the concept is still wrong. I don't know why China isn't banning Intel; maybe they're still siphoning some of its tech in China but saying someone doesn't have the "guts" to do something stupid is like saying someone doesn't have the guts to jump off a building. It's not guts, it's brains; they have the brains to stop from committing stupidity. And once again, never judge the actions of those who have more information than you. It's not "brainsy" to do so.

Trump care big deal about stock market that everybody knows except you.

Banning of Intel or any other tech big wigs will affect stock market

Weight lifting is your thing not intel and stock market